+892.4%
APP vs RKT
+85.3%
+807.2%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +1.6% | +8.2% | +9.4% |
| 7D | +71.2% | +17.7% | +53.6% | +64.2% |
| 30D | +39.1% | +31.6% | +7.4% | +29.0% |
| 3M | +16.5% | +13.9% | +2.6% | +11.9% |
| 6M | -16.6% | +2.8% | -19.4% | -18.3% |
| YTD | -41.9% | -22.2% | -19.7% | -38.9% |
| 1Y | -37.0% | -3.5% | -33.5% | -36.6% |
| 3Y | +892.4% | +95.3% | +797.2% | +590.5% |
| All | +892.4% | +85.3% | +807.2% | +590.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RKT.
Daily Out/Under-Performance
Portfolio return minus RKT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded RKT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling